Original filing (PDF)20251014105314NAL0005551602001

SIMONMED IMAGING, INC.

Name: SIMONMED IMAGING, INC. — SIMONMED 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: SIMONMED IMAGING, INC.

Form 5500

FILING_RECEIVED

SIMONMED 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

~121 bps in Sched C fees

Active participants

2,529

Accounts w/ balance

4,552

Plan assets (EOY)

$50.1M

Net assets (EOY)

$50.1M

How this plan invests

This plan

18 pooled trusts

Schedule D

18 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

100

Total plan cost

Vendor stack

100

Participation health

100

Knocking points off

121 bps in Schedule C fees — 656% above peer band of 16 bps.

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMONMED IMAGING, INC..

Plan sponsor

Name

SIMONMED IMAGING, INC.

EIN

84-5167116

Address

16220 NORTH, SCOTTSDALE ROAD SUITE · SUITE 600 · SCOTTSDALE, AZ · 85254

Phone

(623) 302-7991

Industry

Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CBIZ CPAS P.C

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$436K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEAFHOUSE FINANCIAL ADVISORS, LLC	—	AUSTIN, TX	INVESTMENT ADVISOR	$22K	—

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
THOMAS BEAL	—	SCOTTSDALE, AZ	OTHER	$130K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$18K	—

Investments

18 pooled funds· $41.4M(83% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Shares / units	Cost	Current value	% of plan
PUTNAM RETIREMENT ADVANTAGE 2045 FU PUTNAM INVESTMENTS · EIN 26-1208510 / PN 259	Common Collective Trust	—	—	$6.2M	12.4%
PUTNAM RETIREMENT ADVANTAGE 2035 FU PUTNAM INVESTMENTS · EIN 26-0787945 / PN 261	Common Collective Trust	—	—	$5.7M	11.4%
PUTNAM RETIREMENT ADVANTAGE 2055 FU PUTNAM INVESTMENTS · EIN 27-3616920 / PN 272	Common Collective Trust	—	—	$4.4M	8.8%
PUTNAM RETIREMENT ADVANTAGE 2050 FU PUTNAM INVESTMENTS · EIN 26-0787670 / PN 258	Common Collective Trust	—	—	$4.4M	8.8%
PUTNAM RETIREMENT ADVANTAGE 2040 FU PUTNAM INVESTMENTS · EIN 26-1384398 / PN 260	Common Collective Trust	—	—	$4.1M	8.1%
PUTNAM RETIREMENT ADVANTAGE 2060 FU PUTNAM INVESTMENTS · EIN 47-5459433 / PN 273	Common Collective Trust	—	—	$3.4M	6.8%
GREAT GRAY BLENDED RESRCH CORE EQTY GREAT GRAY · EIN 99-3500679 / PN 001	Common Collective Trust	—	—	$3.2M	6.4%
PUTNAM RETIREMENT ADVANTAGE 2030 FU PUTNAM INVESTMENTS · EIN 26-0788040 / PN 262	Common Collective Trust	—	—	$3.0M	5.9%
PUTNAM RETIREMENT ADVANTAGE 2025 FU PUTNAM INVESTMENTS · EIN 26-1384344 / PN 263	Common Collective Trust	—	—	$1.7M	3.5%
PUTNAM RETIREMENT ADVANTAGE 2065 FU PUTNAM INVESTMENTS · EIN 85-3582370 / PN 277	Common Collective Trust	—	—	$1.3M	2.6%
PUTNAM RETIREMENT ADV MATURITY FUND PUTNAM INVESTMENTS · EIN 26-0788428 / PN 268	Common Collective Trust	—	—	$1.3M	2.5%
PUTNAM LARGE CAP GROWTH CLASS R GREAT GRAY · EIN 86-1876640 / PN 001	Common Collective Trust	—	—	$1.1M	2.2%
LARGE CAP VALUE FUND CLASS R1 GREAT GRAY · EIN 38-4065329 / PN 426	Common Collective Trust	—	—	$467K	0.9%
MID CAP GROWTH FUND FEE CLASS R1 GREAT GRAY · EIN 38-4126247 / PN 549	Common Collective Trust	—	—	$352K	0.7%
ALTA FEDERATED MDT SMALL CAP CORE ALTA TRUST · EIN 99-2666297 / PN 001	Common Collective Trust	—	—	$334K	0.7%
CORE PLUS BOND FUND FEE CLASS R1 GREAT GRAY · EIN 38-4116854 / PN 515	Common Collective Trust	—	—	$239K	0.5%
FRANKLIN SMALL CAP VALUE GG TRUST C GREAT GRAY · EIN 38-4126289 / PN 594	Common Collective Trust	—	—	$131K	0.3%
MID CAP VALUE FEE CLASS R1 GREAT GRAY · EIN 38-4139852 / PN 630	Common Collective Trust	—	—	$61K	0.1%